Gregory & Appel Insurance (G&A), a nationally recognized independent insurance and risk advisory firm, announced a strategic evolution of its service model by implementing new vertical practices, each ...

Bartlesville-based Legacy Capital Private Wealth Management Group of Wells Fargo Advisors has been recognized by Forbes as a ...

Hightower Advisors, one of the nation’s largest independent wealth management firms, today announced the expansion of its Hightower Signature Wealth (HTSW) brand with the addition of five advisory ...

When it comes to retaining clients, regular client communication can prove an asset. But communication without value for the client can be a hinderance rather than a help. What are best practices for ...

TROY, Mich.: 15 July 2024 — J.D. Power, a global leader in data analytics, today announced the J.D. Power Mobile App Platform Certification—Banking SM to recognize mobile app technology platform ...

Agency life is fast-paced and full of variety, with clients, teammates, projects and goals constantly evolving and changing. While “agencies of record” historically cultivated and held onto long-term ...

BEDMINSTER, N.J., Jan. 16, 2026 /PRNewswire/ -- Gladstone Wealth Partners, an independent wealth management firm, today announced that three of its partner firms The Fox Alliance, Maverick Partners ...

Zanda announced major client portal upgrades, giving health practices more customization, control, and self-service tools for a seamless client experience. The new branding options are giving health ...

In mass tort cases, the data that plaintiffs firms collect during client intake is needed to understand both the strength of each of their client's claims and the strength of their overall portfolio ...

Digital identity has transformed retail banking. With a driver’s license and few supporting documents, individuals can typically open an account in minutes. But with corporate clients, the onboarding ...